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Building 2SFE INVESTMENT COUNSEL INC.

Map pinLOS ANGELES, CA
Phone213-612-0220
NotebookSEC #801-68580
Total AUM
$748.4M
Employees
14
Clients
894

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
801 S. FIGUEROA STREET
SUITE 610
LOS ANGELES
CA 90017
United States
Operating Hours
7:00 A.M. TO 4:00 P.M.
Monday - Friday
Phone
213-612-0220

ReceiptFinancials

Total AUM
$748.4M
Accounts
902
Discretionary
$728.3M
Accounts
868
Non-Discretionary
$20.1M
Accounts
34

ContactClients

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Individual Clients
684
AUM
$196.9M
HNW Individual Clients
193
AUM
$465.7M
Charitable Organization Clients
12
AUM
$70.5M
Corporation or Business Clients
3
AUM
$9.1M
Other Clients
2
AUM
$6.2M
Description of Other Clients
LP'S

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAHINVNYORTNTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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